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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,419 | $98,766-67.2% | $149,730-78.3% | $79,852-59.4% |
| Participation rate | 22.0% | 75.8%-53.8pp | 82.5%-60.5pp | 69.6%-47.7pp |
| Annual return | 19.56% | 27.43%-7.9pp | 276.70%-257.1pp | 31.72%-12.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,453 | $5,681-56.8% | $6,843-64.2% | $3,740-34.4% |
| Admin fee / account holder | $28 | $6,052-99.5% | $9,310-99.7% | $5,306-99.5% |